Due to the IRS moratorium, we are not currently assisting with new ERC claims.
Our Team is exclusively dedicated to understanding and maximizing the CARES Act Employee Retention Credit (ERC) for U.S. based businesses that may have been negatively impacted by COVID-19.
Although the basic qualifications for the ERC program may seem easy, the understanding of each qualifier can be very challenging. Our experienced Team was designed to help accurately access your eligibility before guiding you successfully through filing for your refunds while maximizing on any qualifications that may be available to your company.
Pat is seasoned senior executive with four decades of diversified leadership experience in a myriad of industry verticals. His depth of knowledge and understanding have enabled him to navigate his ventures and private holdings to exponential growth and success. From his earlier days of growing a startup tour company to become one of the major international tour operations, and from his pioneering marketing innovations in the cruise line industry to his own personal cruise line holdings, Pat has had the foresight, financial and economic savviness, and entrepreneurial fortitude needed to succeed. His work with international governmental bodies in economic development further added to his portfolio of valuable experience. A highly sought-after advisor to executive management and ownership groups in areas of marketing, sales, strategic planning, mergers and acquisitions, and capitalization, Pat is well suited to leading our team.
As CFO, Dwarka leads our highly qualified team of Certified Public Accountants and Payroll Tax Specialists, including members who previously served in roles with Citigroup and the City of New York. Dwarka’s extraordinary career spans more than four decades, having founded and overseen the operations and management of a highly regarded New York-based CPA firm. He is a licensed Certified Public Account, Certified Financial Advisor, and a Certified Financial Planner. Dwarka’s professionalism, business ethics, and demeanor distinguish him as a true leader and invaluable asset to our company.
As corporate counsel, Jeffrey advises the company related to legal matters, compliance, risk management and contractual agreements. He is a member of the New York Bar Association and the Massachusetts Bar Association, and is currently listed in New York Super Lawyers®, Business and Corporate, 2022 and Best Lawyers in America®, 2023. Jeffrey completed his undergraduate studies at University of Rochester, graduating with honors, and received his law degree (J.D.) from University at Buffalo School of Law. A frequent guest legal panelist at major conferences, seminars, and webinars, Jeffrey is also a prolific writer with published articles in a broad-spectrum of topics, including Federal Relief programs for businesses amid the COVID-19 pandemic.
Our firm is comprised of a highly skilled, highly technical team of advisors, consultants, accountants, and payroll tax specialists who support our talented account managers in assisting clients in navigating the complexity of the Employee Retention Tax Credit (ERC) program to maximize the tax credit refunds they are entitled to receive. Our firm follows strict protocols and adheres to all federal guidelines and regulations in analyzing and determining our clients’ qualification.
The complexity of the ERC program necessitates highly trained and specialized CPA’s and Payroll Tax Specialists to delve into the various criteria for qualification. Understandably, most accountants and bookkeepers are not specialized in this unique area, nor do they have the niched skill set and expertise needed to fully optimize the outcome on behalf of business owners. That is why many accountants and bookkeepers reply upon us to fulfill their clients’ requests for ERC assistance and work cooperatively with us in doing so.
Our dedicated team of experts have decades of payroll and tax experience that make us uniquely qualified in guiding business owners through our seamless and efficient process of determining qualification for the ERC program and maximizing the amount of tax credit refunds they are entitled to receive.
You can count on us for quality service and successful results. That is our committment to you and your business.